JFS Wealth Advisors’s Vanguard Mid-Cap Value ETF VOE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $871K | Hold |
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|
2025
Q1 | $851K | Buy |
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|
2024
Q4 | $811K | Hold |
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|
2024
Q3 | $840K | Sell |
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|
2024
Q2 | $756K | Hold |
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|
2024
Q1 | $784K | Hold |
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|
2023
Q4 | $729K | Sell |
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|
2023
Q3 | $667K | Buy |
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|
2023
Q2 | $693K | Buy |
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|
2023
Q1 | $485K | Sell |
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|
2022
Q4 | $512K | Buy |
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|
2022
Q3 | $308K | Hold |
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|
2022
Q2 | $328K | Hold |
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|
2022
Q1 | $379K | Hold |
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|
2021
Q4 | $380K | Sell |
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|
2021
Q3 | $402K | Buy |
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|
2021
Q2 | $4K | Hold |
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|
2021
Q1 | $3K | Hold |
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|
2020
Q4 | $3K | Hold |
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|
2020
Q3 | $3K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $10K | Buy |
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